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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,111 | $100,805-67.2% | $86,698-61.8% | $134,532-75.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -20.13% | 29.09%-49.2pp | 35.95%-56.1pp | 418.27%-438.4pp |
| Employer contribution / active EE | $18,300 | $3,490+424.4% | $2,837+545.1% | $4,741+286.0% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,401+321.8% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |